Checking In
Insurances
Scheduling appointments
Patient Cases
Miscellaneous
100

How long after the appointment time do we give a patient? 

4min after the appointment time. 

100

What should we be doing if a patient doesn’t have there physical insurance card with them?

We should be using Athena Capture to add a picture of their insurance. 

100

Can we use Same Days in advance?

No Same days are for Same Day. 

100
Which bucket do we send patient cases to? 

The staff bucket 

100

What Extensions do we transfer for medication refills? 

1143 Michelle Trujillo

200

Up to what age do we give a ASQ? 

5 years old 

200
When uploading BCBS which address should we be billing to?

Our local BCBS (Denver)

200

What should we be asking patients when they call to schedule an appointment? 

Ask patient to confirm phone #, Address, and insurance. 

200

Do we make a new patient case if there is already one open for the same thing? 

No, add to the open patient case

200

What does the 24hr rule mean? 

It means you can use any appointment like OB, Hospital f/u, Medicare Wellness, for any reason. 

300

What do the 3 P’s stand for, and what is the order? 

Patients

Phones

Paperwork 

300

If patient has SFS only and you are scheduling an appointment, what should the Primary and Secondary insurance be? 

No insurance/Self Pay 

300

When scheduling SFS or Medicaid, how long does the appointment need to be?

60min appointmen. 

300

After we create a patient case we do select “Data Entry Complete?”

Yes we do. 

300

In order to be able to provider information to someone else other then the patient, what do we need to have? 

Standard release

Verbal

400

What paperwork should a new minor receive? 

HIPAA/reg

ROI

Consent to Treat a Minor

Standard Release 


400

What should we do when we see the following alert?”

”Demographics conflict “Click” view details to resolve. 

We should select the view eligibility and detail history and select update all in Athena 
400

If a patient calls requesting an appointment for BC insertion or BC removal, what do we tell the patient? 

We will go head and schedule you for a consult, after your consult your provider/MA team, will then schedule you for the procedure. 

400

If a patient calls regarding medication refill because they have already reached out to their pharmacy what should the patient case include?

The name if the medication they are needing refilled not just “patient calling requesting medication refill.”

400

How many breaks do we have? How long is each break? 

10min and we have 2 breaks, when in the morning one in the afternoon

500

What paperwork should a new patient that is 18+ recieve? 

Hipaa/reg

Patient Health History 

FHQ if 18+

ROI

Standard Release 

500

What does QMB stand for? What should you do when you see this? 

Qualified Medicare Beneficiary. Document it on the “notes” on the insurance portion. 

500

What type of appointments qualify for quick care? 

Acute visits

Example: Flu symptoms, Knee pain, Depo, Pregnancy test, STI testing, UTI’s. Etc. 

500

If you open up a patient case and do not end up needing it, what should you do with the patient case? 

If you have the option to delete, delete it, if not send it to the sdocumentdelete bucket. 

500

What are 3 reasons why a minor can we been without a parent? 

OB visits

Contraception 

Behavioral Health 

M
e
n
u